A Value You Can Rely On

From 1 July 2027, capital gains tax on investment property changes. A defensible, independently verified valuation, backed by valuers who know your local market, puts you in the strongest position.

Planning to Sell or Hold, we can help!

Thinking about selling?
Make better decisions with a current valuation starting from $399 and get an updated CGT baseline valuation as at 1 July 2027 half price, in line with ATO requirements.
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Holding? Secure Your Place.
If you're holding your assets, simply pay a 30% deposit to secure your inspection now. Your CGT baseline report is finalised after 1 July 2027, in line with ATO requirements.
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A formal valuation by a qualified valuer is considered more reliable by the ATO, particularly under a new tax framework.

Not ready yet? Join the priority list to be first in line for your valuation after 1 July 2027.

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Why the date matters

1 July 2027

The earliest a valuation can be dated under the new legislation is 1 July 2027. Valuations completed well after that date become more expensive and less accurate the more time that passes.   

An inspection can take place before the valuation is completed. There is no way to bring the date forward, but there is a way to plan around it.

Illustrative estimated tax position
Example only
With Opteon Valuation
Independent, ATO-recognised
$317,000
tax paid
VS
With ATO Apportionment
No valuation obtained
$376,000
tax paid
$59,000 potential saving
by getting an independent Opteon valuation instead of relying on the ATO formula
Example only, based on a hypothetical asset purchase, assuming a top marginal tax rate. Individual results depend on your asset's actual growth pattern and tax position.

Backed by real expertise

500 +

qualified valuers

400 K+

assets valued annually

98 %

of postcodes covered

Every valuation is completed by an Accredited Valuer with local market knowledge, giving you a defensible, independently verified position wherever you are in Australia. 

Find Your Local Valuers

Our valuers cover 98% of postcodes across Australia.

Type in your postcode below to find the valuers nearest you.

CGT Estimate | See what the new rules could mean for you

CGT Estimate Tool

What Could a Valuation Save You in Tax?

The ATO formula evenly apportions your property gain over your ownership period. An independent valuation gives you the real number and typically delivers a far more favourable split. Use this tool to compare both scenarios.

Your Property Details
$
Enter the price you paid for the property.
Enter a valid purchase date before today.
$
Sale price must be higher than purchase price.
Enter a date after 1 July 2027 to see the full impact of the new rules. Sale date must be after purchase date.
Select your effective rate including the 2% Medicare levy. Select your effective tax rate.
Trust gains assumed fully distributed at the rate above.
%
Defaults to 2.5%. The indexation methodology has not yet been legislated. Adjust to model different inflation scenarios.
$
Already have a valuation? Enter it here. Otherwise adjust the default estimate.
Your Estimated Tax Position
Estimate only. See disclaimer below.
Scenario A
With an Opteon valuation
Independent, ATO-recognised
Valuation at 1 Jul 2027 —
Pre-2027 gain (at 50% discount) —
Tax on pre-2027 gain —
Post-2027 gain (indexed) —
Tax on post-2027 gain —
Estimated total tax
—
Scenario B
ATO apportionment formula
No valuation obtained
Implied 1 Jul 2027 value —
Pre-2027 gain (at 50% discount) —
Tax on pre-2027 gain —
Post-2027 gain (indexed) —
Tax on post-2027 gain —
Estimated total tax
—
—
estimated tax saving with an independent Opteon valuation
Why does a valuation deliver a better result?

The ATO formula assumes your property grew in a straight line over your entire ownership period, so it allocates gain evenly across time regardless of when growth actually occurred. Australian property markets don't work that way.

An independent Opteon valuation establishes your property's actual market value at 1 July 2027, grounded in real comparable sales evidence. If more of your property's growth occurred before that date, which is typical in a rising market, a valuation captures that, moving more of your gain into the pre-2027 period where the 50% CGT discount applies. The ATO formula would understate that earlier growth and leave you with a higher tax bill.

Order Your Valuation From $399 Talk To Our Team
Important – please read before using this calculator

This calculator provides indicative estimates only and does not constitute a property valuation or tax, financial or legal advice. The results are based on information entered by the user and assumptions incorporated into the calculator, which may not reflect your individual circumstances. Please seek independent advice from a qualified accountant, financial or legal adviser before acting on any result generated by this calculator. An Opteon valuation provides an independent assessment of market value prepared by a qualified valuer and is tailored to the specific property and circumstances being assessed.

What Investors Ask Us

Why can't I use an online estimate for CGT?

Automated online estimates are generated from models & data alone and are not prepared or signed by a qualified valuer. For a tax position that may be reviewed, you need a valuation that the ATO consider reliable. 

What is an Accredited Valuer and why does it matter?

An Accredited Valuer is a qualified professional, who completes tertiary education and is registered by the industry body to prepare formal valuations. Their assessment is independent and defensible, which is what gives a valuation weight when it is relied on for tax purposes.

I rented my property out years ago, can you do a retrospective valuation?

Yes. A retrospective valuation assesses the property's value as at a specified past date, using market evidence from that period. It is a common requirement where a cost base needs to be established.

Does CGT apply to my investment property or main residence?

Capital gains tax generally applies to investment property. A main residence is usually exempt, though partial liability can arise where the property has been rented or used to produce income. Confirm your position with your tax adviser.

I have a property in an SMSF. Do I need a valuation?

SMSF assets must be reported at market value each financial year, and property held in a fund is typically supported by an independent valuation. 

What is a desktop update and do I need one?

A desktop update revises an existing valuation using current market evidence, without a further inspection. It is used where a valuation was completed earlier and the figure needs to reflect a later date, such as after 1 July 2027.

When do you want your valuation finalised?